Shoba Ishaq

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → 05/2020
  Jmd Gas Llc
  Grand Rapids, MI
• 01/2013 → 02/2019
  4 Mile Liquor
  Grand Rapids, MI
• 06/2015 → 02/2019
  Algoma Liquor, Llc.
  Rockford, MI
• 09/2008 → 07/2022
  Jpmorgan Chase Bank, N.A.
  Jenison, MI
• 07/2022 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 04/2025 → Present
  S&R Nextgen, Llc
  Gilbert, AZ
• 07/2022 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 07/2022 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Previous Registrations

• 2017-10-31 → 2022-07-07
  J.P. Morgan Securities Llc
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Jenison, MI
  Grand Rapids, MI

Other Businesses

NAME OF BUSINESS: S&R NEXTGEN, LLC NON-INVESTMEN-RELATED ADDRESS: GILBERT, AZ NATURE OF BUSINESS: E-COMMERCE POSITION: OWNER START DATE: 04/2025 APPROXIMATE HOURS/MONTH: 4 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OWNER

Exams

• S66 Uniform Combined State Law Examination
  2017-10-27
• S63 Uniform Securities Agent State Law Examination
  2012-05-21